On Wall Street

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• Features

• Baby Steps

  By Donald Jay Korn

  There are deals out there in commercial real estate right now, but advisors—and their clients—are being cautious.

• ETFs' Glory Days

  By Stacy Schultz

  How the stock market crash helped exchange-traded funds become the most significant new product since the mutual fund.

• LPL: "We've Arrived"

  By Paul Menchaca

  LPL is so much bigger than its independent competitors that it exists almost in its own category.

• Columns

Business Consultant

• Now or Never

  By Glenn G. Kautt

  With a sense of urgency, you can find opportunity in crisis and shut down the naysayers.

Industry Insight

• A Better World

  By Bob Veres

  As you help clients recover from the market's traumas, keep sight of the positive changes the recession has brought to the planning profession.

The Elite Advisor

• Getting the Right Help

  By John J. Bowen, Jr.

  To transition to a wealth management practice, you need support from your institutional partners. Make sure they're on the same page.

• Industry

• Citi Limits?

  By Paul Menchaca and Stacy Schultz

  As Deborah McWhinney leads Citi into the independent market, big opportunities await her. But questions remain about the bank's growth potential in an already crowded space.

Fund Manager

• Marsico's Focus

  By Ilana Polyak

  A legendary manager navigates the recovery with a sharp eye on valuation.

• Departments

My Word

• Think Twice

  By Robert Pozen

  Expanding the SEC's purview may seem like a smart move to some advisors, but the unintended consequences could be costly.

The Portfolio

• Tips on TIPS

  By Allan S. Roth

  No matter what you may think about prospects for inflation, it's time to consider treasury inflation-protected securities for your clients.

• Best and Worst of Bonds

  By Craig L. Israelsen

  Last year, investors rediscovered a basic, time-honored truth about the financial markets: Bonds are not a monolithic, invincible asset class.

• Loaded for Bear

  By Donald Jay Korn

  While they've enjoyed the autumn's mini-bull market, providers of managed accounts are seeking ways to play defense during the next downturn.

The Practice

• A New Game Plan

  By Scott Schutte

  Advisors and clients both are shifting strategies. Here's how four top advisors upgraded their offerings.

• Restoring Trust

  By Donald B. Trone

  It's not just advisors who ought to hew to a fiduciary standard of care. So should everyone in the industry—including regulators.

• End of Year Review

  By Daniel Moisand

  Through the turmoil and trauma of the past year, our business and our clients prospered. Here's how we did it.

The Client

• Captivating Captives

  By Rick A. Jaye

  Looking for a risk management strategy for your business-owner clients? A captive insurance company will give you that and more.

• Attitude Adjustment

  By Brian Gaffney

  Many clients see the recent market drop as a temporary stumble, not a paradigm shift. But are they right?

• A New Standard

  By Julian Block

  If your clients routinely itemize, this may be the year for them to take a second look at standard deductions.

• Giving It Back

  By Ed Slott

  The IRS has given taxpayers more time to roll over unwanted required minimum distributions from their IRAs.

Data

• A Split Game

  By Stacy Schultz

  As the market showed strong signs of recovery, investors were torn on what it all meant.

• High Net Worth

Estate Planning

• Are Clients Aware?

  By Martin M. Shenkman

  Capitalize on estate planning awareness week by bringing your clients into the office for a review of their planning strategies.

Practice Profile

• Family Planning

  By Jim Grote

  Mary Dennis Jones provides the highest level of service to her family-office clients, which is the key to her firm's fantastic growth.